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Part 3, The Process Domain

BI Collaboration Best Practices

Information Management Online, July 14, 2005

John Onder

To continue on last month's theme, this month we'll move forward with the approach to plan a business intelligence collaboration (BI-C) environment. Expanding on the methodology to perform a readiness assessment an organization has to accept, plan, build and implement a BI-C.

Last month we summarized the readiness assessment for the people domain. (See Figure 1 for the four domains of a BI-C program). We'll proceed with the same example, at the project level: a DW/BI application that addresses a specific, internal business need based on the measuring, monitoring and controlling a process.

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Figure 1: Four Domains of Business Intelligence Collaboration

Asking some salient questions during the readiness phase for the process domain, can help the BI-C project be "scoped for success." Usually one will get a wide-ranging response to the same question, such as "What is the objective of the BI-C?" Gathering, synthesizing and presenting these responses back to the stakeholders for discussion and agreement at the end of this exercise can avoid many headaches for the BI-C team down the road.

Readiness Assessment: BI-C Level One - Project

Domain - Process

 

Project Planning and Management

BI-C projects more than any other are multiteam, multidisciplined initiatives and need thorough project planning and management to be successful

In planning a BI-C program, during the readiness assessment it is important to understand the following to plan well and manage expectations: scope, cost, objectives, purpose, constraints, assumptions, organization and risks. Some of the key questions and tasks:

  • Are there current collaboration programs in place, in testing and planned for?
  • What is the anticipated scope of the BI-C program?
  • If there are current collaboration programs active, what function or area of the business are they in process? 
  • What knowledge sources are being utilized and/or needed to fulfill the business objectives? 
  • Gather an overview of the business requirements of the BI-C. 
  • What is the overall strategic objective of the BI-C?  
  • Strategy for delivery, (big bang- all inclusive, one iteration or incremental - multiple iterations, based on business need)? 
  • If a collaboration program is active, what are the implemented and planned deliverables? 
  • Are the current and planned initiatives of the BI-C understood and communicated well to upper management and the business users? 
  • Is the project under any implicit or explicit time and/or date constraints?

To manage a BI-C program many factors come into play. Like planning, gathering data on some key points (tools, resources and stakeholders, timeframes, issues, tasks, procurement) can make or break the project management process. Some of the key questions and tasks:

  • Are there any collaboration tools to assist in executing and managing the BI-C program? Software for development, management and program oversight? 
  • What level of resource commitment and availability can the program expect?
  • Is there an expected time frame for delivery of the overall BI-C?
  • Are there deliverables available for review for any of the current collaboration programs and/or are there standards within the organization for project management deliverables: project charter, project work plans, project organization and staffing plans, project budgets, project performance measures?

 

 

Measurement

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